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COA rules on estate representative's banking activity

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The Indiana Court of Appeals has overturned a Lake County judge in an estate case involving a personal representative who conducted banking transactions for an elderly man before his death.

In American Savings, FSB v. Steve H. Tokarski, Successor Personal Rep. of the Estate of John Wroblewski, on Behalf of the Estate, No. 45A04-1105-CC-237, the appellate court reversed and remanded a decision by Lake Superior Judge Gerarld Svetanoff regarding the estate of John Wroblewski that dates back to 2003.

While in his late 80s, Wroblewski named Zorica Milovanovic as his power of attorney and gave her the authority to do tasks such as personal banking transactions. He executed a will naming her the personal representative of his estate, and in June 2003 she used that power of attorney to purchase cashier’s checks which she deposited into a new savings account at American Savings Bank in her name only. After Wroblewski died in 2004, his heirs contested the will and Milovanovic serving as personal representative.

Fifth Third Bank eventually became the successor personal representative, and in 2005 the Lake Superior Court declared Wroblewski’s will invalid because of Milovanovic’s undue influence. Fifth Third requested the savings account records from American Savings Bank, When Steve Tokarski became personal representative in 2007, he filed the lawsuit against American Savings Bank on grounds that the financial institution knew the money was, in fact, for John Wroblewski but allowed Milovanovic to deposit it. That was a breach of contract, the representative claimed.

The trial court found in favor of Tokarski on two counts and for American Savings Bank on a third, relying on a 2010 appellate case known as In re Estate of Rickert to determine American Savings Bank was liable. But the Court of Appeals concluded Rickert is inapplicable to this case because a contract did not arise between American Savings and Wroblewski when Milovanovic opened her savings account. Tokarski provided the trial court with no other basis for a contract between American Savings and Wroblewski and pointed to no designated evidence showing the existence of such a contract, the court found.

As a result, the appellate judges found the trial court erred by granting summary judgment for Tokarski and denying summary judgment for American Savings on the count involving the receipt of cashier’s checks to Milovanovic’s savings account.

The appellate court also found in favor of Tokarski on the issue of the bank’s applying a certificate of deposit to pay off Milovanovic’s mortgage. By deciding the trial court had erred on the first two counts, the appellate judges decided they didn’t need to address the issue of damages and set-off.

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  1. From his recent appearance on WRTV to this story here, Frank is everywhere. Couldn't happen to a nicer guy, although he should stop using Eric Schnauffer for his 7th Circuit briefs. They're not THAT hard.

  2. They learn our language prior to coming here. My grandparents who came over on the boat, had to learn English and become familiarize with Americas customs and culture. They are in our land now, speak ENGLISH!!

  3. @ Rebecca D Fell, I am very sorry for your loss. I think it gives the family solace and a bit of closure to go to a road side memorial. Those that oppose them probably did not experience the loss of a child or a loved one.

  4. If it were your child that died maybe you'd be more understanding. Most of us don't have graves to visit. My son was killed on a state road and I will be putting up a memorial where he died. It gives us a sense of peace to be at the location he took his last breath. Some people should be more understanding of that.

  5. Can we please take notice of the connection between the declining state of families across the United States and the RISE OF CPS INVOLVEMENT??? They call themselves "advocates" for "children's rights", however, statistics show those children whom are taken from, even NEGLIGENT homes are LESS likely to become successful, independent adults!!! Not to mention the undeniable lack of respect and lack of responsibility of the children being raised today vs the way we were raised 20 years ago, when families still existed. I was born in 1981 and I didn't even ever hear the term "CPS", in fact, I didn't even know they existed until about ten years ago... Now our children have disagreements between friends and they actually THREATEN EACH OTHER WITH, "I'll call CPS" or "I'll have [my parent] (usually singular) call CPS"!!!! And the truth is, no parent is perfect and we all have flaws and make mistakes, but it is RIGHTFULLY OURS - BY THE CONSTITUTION OF THIS GREAT NATION - to be imperfect. Let's take a good look at what kind of parenting those that are stealing our children are doing, what kind of adults are they producing? WHAT ACTUALLY HAPPENS TO THE CHILDREN THAT HAVE BEEN RIPPED FROM THEIR FAMILY AND THAT CHILD'S SUCCESS - or otherwise - AS AN ADULT.....

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